On Demand Education Ltd - Siebel Cookbook 2 - System Activity Object

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Discussing the little-known System Activity Object in Siebel Tools

More information from www.ondemand-education.com > Cookbook

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On Demand Education Ltd - Siebel Cookbook 2 - System Activity Object

  1. 1. Siebel Cookbook Recipe Two
  2. 2. System Activity Object • Defines the Properties of a Business Component used in certain commands like Send Email and Send Page
  3. 3. Recipe • Update the Send Email Command to attach the Activity created when the user is working with a Service Request, to the Opportunity Id, if specified. – You will need – Siebel Call Center Developer Client – Siebel Tools
  4. 4. Preparation • Make sure you have a working Siebel Call Center and Sample database • Identify and backup your SRF file for the Developer Web Client • Identify the Business Component and Applet you will be editing and Archive to a SIF
  5. 5. Part One • Modify the Business Component Service Request – Expose OPTY_ID as a Field, Opportunity Id – Create a Join to S_OPTY with Join Specification using Opportunity Id – Create a new Field, using the Join, exposing the S_OPTY NAME as Opportunity Name • Add PickList « PickList Opportunity » and Pick Map of Opportunity Id and Opportunity Name
  6. 6. Part Two • Modify the Service Request Detail Applet to expose the new Opportunity Name field – Set the Pick Applet Property to show the Opportunity Pick Applet – Set Runtime to TRUE and Read-Only to FALSE – Display the auto-created Label
  7. 7. Part Three • Display the System Activity Object in the Object Explorer – Lock or Check Out the Project to render the Service Request System Activity Object read/write – Update the Opportunity ID property to the Opportunity Id field you created in Part One
  8. 8. Part Four • Compile all the edited Objects into the Developer Client SRF
  9. 9. Part Five • Login and Associate an existing or new Service Request with an existing or new Opportunity • While on the Service Request, send an Email (F9) to the Contact • Observe it is associated with the Service Request AND the Opportunity
  10. 10. Conclusion • System Activity Object controls the behaviour of the Business Component when Send Email Command is executed – It has a number of Properties for Foreign Keys
  11. 11. For more Cookbook Recipes • www.ondemand-education.com

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